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Open Access. Powered by Scholars. Published by Universities.®

1996

Lindenwood University

Investment means

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Full-Text Articles in Business

A Study To Evaluate Individual Attributes And Correlate These Qualities With Investment Means To Compose An Appropriate Portfolio Mix, Paul J. House Iii Jan 1996

A Study To Evaluate Individual Attributes And Correlate These Qualities With Investment Means To Compose An Appropriate Portfolio Mix, Paul J. House Iii

Theses

This applied learning plan will focus on the area of developing individual's financial profile and correlating these attributes with investment means to compose an appropriate portfolio mix.

Research has indicated a growing trend for individuals to "do-it-themselves" and use discount brokers to save money. The use of discount brokerage's supports the notion that there is no financial advice, and the investor must do the research to make the proper decisions.

The problem for individuals "doing-it-themselves" is that they sacrifice the interpretation of the objectives and goals. The individual utilizing a discount broker may alleviate the ethical concern and may even …